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Consumer Investments Reg New Account Support Specialist

Chandler, Arizona

Job Description:

As a Registered New Account Support Specialist, you will perform end-to-end client service and operational support for the opening of new accounts, acting as the client’s single point of contact during their onboarding. Associates will also assist with matters including but not limited to: 

  • Funding new or existing accounts,
  • Updating ownership of existing accounts, and 
  • Completing complex service related requests

Associate will fulfill these requests through phone, paper, email or online mediums, and may compile and deliver new client welcome packages and other fulfillment functions.

The New Account Support Specialist may be required to solve problems and investigate/resolve a wide variety of requests that include following up with clients, gathering additional information, and setting expectations to fulfill the request. They also provide ongoing operational support, where required.  This person will be expected to:

  • Provide exceptional client service and operational support to Merrill clients and internal partners, including point of contact resolution
  • Demonstrate operational discipline while handling diverse operational functions
  • Fulfill critical client requests within prescribed policies and procedures
  • Understand our full suite of product offerings and/or use available resources to bridge gaps in knowledge

Required Skills:

  • Series 7 and 66 licenses required
  • Strong client service skills
  • Ability to multi-task and independently prioritize his/her workload
  • Demonstrate a cooperative and professional work attitude
  • Capable of multi-tasking and working efficiently under stress and high volume
  • Excellent organizational and time management skills
  • Teamwork skills
  • Strong analytical, negotiation and problem solving skills
  • Attention to detail and follow through on assignments
  • Deliver high quality partner support stressing partner/client needs, problem resolution, and service/product knowledge
  • Demonstrate excellent verbal, written and listening skills
  • Understand and demonstrate cultural awareness, integrity and ability to work as part of a team

Desired Skills:

  • Customer Service and/or call center experience preferred
  • Knowledge of Merrill systems, products and applications

Enterprise Job Description:

Perform end-to-end client service and operational support for the opening of new accounts, being the client’s single point of contact during their onboarding. Associate will fulfill new account opening requests through phone, paper or online mediums, and may compile and deliver new client welcome packages and other fulfillment functions. Associates will assist new and existing clients with issues including but not limited to funding accounts and complex service related issues (i.e. trust conversions). Required to solve problems and investigate/resolve a wide variety of issues and requests that include gathering additional information, setting expectations to fulfill the request. Provide ongoing operational support, where required.

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

As a Registered New Account Support Specialist, you will perform end-to-end client service and operational support for the opening of new accounts, acting as the client’s single point of contact during their onboarding. Associates will also assist with matters including but not limited to: 

  • Funding new or existing accounts,
  • Updating ownership of existing accounts, and 
  • Completing complex service related requests

Associate will fulfill these requests through phone, paper, email or online mediums, and may compile and deliver new client welcome packages and other fulfillment functions.

The New Account Support Specialist may be required to solve problems and investigate/resolve a wide variety of requests that include following up with clients, gathering additional information, and setting expectations to fulfill the request. They also provide ongoing operational support, where required.  This person will be expected to:

  • Provide exceptional client service and operational support to Merrill clients and internal partners, including point of contact resolution
  • Demonstrate operational discipline while handling diverse operational functions
  • Fulfill critical client requests within prescribed policies and procedures
  • Understand our full suite of product offerings and/or use available resources to bridge gaps in knowledge

Required Skills:

  • Series 7 and 66 licenses required
  • Strong client service skills
  • Ability to multi-task and independently prioritize his/her workload
  • Demonstrate a cooperative and professional work attitude
  • Capable of multi-tasking and working efficiently under stress and high volume
  • Excellent organizational and time management skills
  • Teamwork skills
  • Strong analytical, negotiation and problem solving skills
  • Attention to detail and follow through on assignments
  • Deliver high quality partner support stressing partner/client needs, problem resolution, and service/product knowledge
  • Demonstrate excellent verbal, written and listening skills
  • Understand and demonstrate cultural awareness, integrity and ability to work as part of a team

Desired Skills:

  • Customer Service and/or call center experience preferred
  • Knowledge of Merrill systems, products and applications

Enterprise Job Description:

Perform end-to-end client service and operational support for the opening of new accounts, being the client’s single point of contact during their onboarding. Associate will fulfill new account opening requests through phone, paper or online mediums, and may compile and deliver new client welcome packages and other fulfillment functions. Associates will assist new and existing clients with issues including but not limited to funding accounts and complex service related issues (i.e. trust conversions). Required to solve problems and investigate/resolve a wide variety of issues and requests that include gathering additional information, setting expectations to fulfill the request. Provide ongoing operational support, where required.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21071149

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Jennifer Potter

Referral Bonus:

0

Street Address

Primary Location:
2595 W Chandler Blvd, AZ, Chandler, 85224